ESOP · DOL Form 5500 · 2023

Logan Street Holdings, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
30
Participants Small participant base
64th
Percentile by assets National rank
$433,200
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan · Sponsored by Logan Street Holdings, Inc. · Kentucky · Construction

$13M in assets, 30 participants

Logan Street Holdings, Inc.'s Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported $13M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,660 in Construction (9,030 peers)

Logan Street Holdings, Inc. multi-year trail

Logan Street Holdings, Inc.'s plans moved +73.2% in assets from 2022 to 2024; this filing shows Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan at $13M / 30 participants.

#5,660
in Construction (9,030 peers)
+19.4%
assets growth YoY

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,996,000 Top 36% higher than 64% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832205892 · Logan Street Holdings, Inc. PY 2023 · ESOP

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan · $13M · 30 · 64th

  • PART $13M
  • PART 30
  • PART 64th
  • PART ESOP
  • PART near Gmi Corporation, Inc. Employee Stock Ownership Plan
  • PART ind #5660

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Kentucky →

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ryco Inc. Employee Stock Ownership PlanRyco Inc. Employee Stock Own…$13MGmi Corporation, Inc. Employee Stock Ownership PlanGmi Corporation, Inc. Employ…$13MBaker Electric Employee Stock Ownership PlanBaker Electric Employee Stoc…$13MWalker Mechanical Contractors, Inc. Employee Stock Ownership PlanWalker Mechanical Contractor…$13MVhv Company Employee Stock Ownership PlanVhv Company Employee Stock O…$13M
End-of-year total assets ($M) among Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Logan Street Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Logan Street Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 73.22723043418758% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $18.9M ▲ +73.2%
Year Plans Participants Total Assets
2022 1 20 $11M
2023 1 30 $13M
2024 1 24 $19M

Logan Street Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN832205892
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012996 · Participants: 30Walker Mechanical Contractors, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Gmi Corporation, Inc. Employee Stock Ownership Plan in IN ($13M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan grew sharply - up 19.4% during 2023, from $11M to $13M. Reported net income was $3M.
How have Logan Street Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Logan Street Holdings, Inc.'s sponsor-wide assets grew 73.2%, from $11M to $19M.
Which ESOP plans are similar in size to Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gmi Corporation, Inc. Employee Stock Ownership Plan in IN ($13M, 89 participants).
Which ESOP plans cover a similar participant headcount to Walker Mechanical Contractors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832205892.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.